Beacon Pointe Advisors is pleased to announce that we have been ranked 13th on Barron’s Top 100 Independent Wealth Advisors List for 2015, rising seven spots from last year. Not only has Beacon Pointe been ranked in the Top 15, but our firm Founder, Shannon Eusey, is the top ranked female advisor within this year’s Independent Wealth Advisors Ranking. The Barron’s rankings are reflective of the volume of assets overseen by advisors and their teams, revenues generated for the firms, and the quality of the advisors’ practices.
Barron’s is a premier financial magazine published by Dow Jones & Company and provides investors with timely market developments and relevant statistics. Beacon Pointe has been listed in Barron’s for three different awards in the past four years. Other awards Beacon Pointe has been recognized for to-date this year, include:
Forbes Top 100 Wealth Managers
Barron’s Top Advisor Rankings for CA (Top 8)
Financial Times Top 300 Registered Investment Advisors
About Beacon Pointe:
Beacon Pointe is one of the largest independent Registered Investment Advisory firms (RIAs) in the nation working with institutions, defined contribution plans, individuals and families. We provide full service financial planning and research driven investments allowing our clients to make important and informed strategic decisions. We are 100% employee-owned and we accept no fees from the investment managers we recommend to our clients. This ensures our fiduciary duty is upheld and our clients’ best interests are the driving force in our relationship.
Our mission is to provide comprehensive, objective investment advice and financial guidance that is focused on asset preservation and enhancement through the implementation of sophisticated investment strategies and the selection of what we believe to be superior investment managers.
Our employees are the FACES of Beacon Pointe:
Family-oriented, Ambitious, Collaborative, Entrepreneurial, Service-minded